OUR SERVICES

We support our client in the strategic allocation planning as well as in the implementation of the developed strategies and solutions, subject to the client’s individual requirements and situation.

Our offer is designed in a modular manner and encompasses the following phases:

CONCEPTION / ANALYSIS

Clarification of the individual investment objectives, requirements and constraints

Development of suitable investment strategies and individual investment solutions

Independent review and check-up of existing investment strategy and portfolio investments, with a special focus on risk concentration, direct and indirect/hidden costs as well as the generation of real added value

PORTFOLIO CONSTRUCTION AND IMPLEMENTATION

Selection of suitable and most cost-efficient asset categories

Selection and weighting of the single investments

Selection of the most suitable implementation provider (bank or online platform) at the lowest cost

PORTFOLIO SERVICING

We pay particular attention to the direct and indirect/hidden investment costs. Those are crucial for the long-term performance of an investment strategy. However, many investors underestimate the non-visible costs, or are not even aware of these charges.

We use our long-standing experience as well as our comprehensive market and product expertise to find the most suitable investment solution for the client at the lowest possible overall cost.